Christine Gregory is a Financial Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation and a Bachelor's Degree from Franciscan University of Steubenville. Christine focuses on connecting clients with the people, plans, and processes that align with their unique ambitions. Her work involves helping clients pursue personal financial goals, such as funding their children’s education, planning for retirement and potential healthcare costs, and developing personalized strategies to achieve long-term family objectives. She emphasizes simplicity and transparency in wealth planning to guide clients through the complexities of investing.

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles at Alterra Mountain Company, Gerry's Cafe, and Mount Prospect Golf Course. Lies is involved in a family-owned dental practice, Five Six Family Dental, where he provides occasional business support. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines proprietary and third-party advisory solutions without sponsoring its own wrap fee program.

Douglas Winzelberg is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Texas JJ's LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Peter Loukis is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at TD Ameritrade and the University of Missouri. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Lawrence Schmitt is a financial advisor at LPL Financial in Palatine, IL, holding Series 65 and Series 66 licenses with six years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and Wipfli, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Nancy Szymula is a financial advisor with UBS Financial Services in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Aaditya Patel is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Bankers Life and held various other roles outside the financial sector, including a position with Bradley University’s Intramural Sports Department. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party managers.

Robert Churchill is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies tailored to individual client needs. He works closely with clients and their families to develop customized financial plans that adapt to changing circumstances and market conditions. Robert leverages the investment insights of Merrill along with the banking services of Bank of America to address various aspects of his clients’ financial lives, focusing on areas such as retirement planning, portfolio management, tax minimization, and socially responsible investing. With professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), Robert brings extensive expertise to his role. He holds a Bachelor's Degree from Syracuse University. His approach emphasizes simplicity, transparency, and a disciplined process to help clients pursue their financial goals. Outside of his professional work, Robert participates in his local community through involvement with the First Presbyterian Church of Arlington Heights and the Arlington Heights Youth Basketball Association. He enjoys spending time outdoors playing golf and racket sports, and values time at his summer cottage in Pentwater, Michigan.

Ashraf Abadir is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Bank NA and Citi Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and technological tools.

Michael Phillips is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as employer-based corporate financial planning agreements.

Thomas Nowak is a CFP®-certified financial advisor with Charles Schwab, based in Northbrook, IL, and has 17 years of industry experience. He has worked with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jeffrey Reis is a Wealth Management Advisor at Merrill Lynch Wealth Management with employment since 1996. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA) designations. His expertise encompasses a broad range of financial planning areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on integrating all aspects of clients' financial lives to provide advice tailored to their needs, goals, risk tolerance, and liquidity requirements. Jeffrey earned his bachelor's degree from Colorado State University. Outside of his professional work, he is interested in biking, camping, fishing, hiking, skiing, swimming, and traveling.

Sarah Miller is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Her prior roles include positions at Woodbury Financial Services Inc and Brandt Financial Concepts. Outside of financial advising, she has experience with Genesis Hosting Solutions, where she worked for over a decade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anita Testa is a CFP® with 25 years of industry experience and is currently a Wealth Advisor at J.P. Morgan Securities in Highland Park, IL. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Henry Wanner is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. He is based in Lake Forest, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Cozza is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored plans.

Dean Sutton is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Donald Huff is a financial advisor with Ameriprise in Evanston, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Elliot Donahue is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 designations and six years of industry experience. His prior firms include Northern Trust and Rose International. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis.